Europe
More upheaval may await Europe’s carmakers
Sector consolidation may help Europe’s carmakers cope with technological and regulatory change and cheap Chinese imports
EUIndonesia oversupply will further tighten world nickel
The nickel market will be under pressure from oversupply and from its environmental unfriendliness into the 2030s
InternationalRussian LNG sales will be stymied by a lack of tankers
US sanctions are threatening Russia's ambitious targets to increase exports of liquefied natural gas (LNG)
RussiaBaku will resist a quick peace deal with Armenia
Tensions between the two countries remain high, with the chance of a comprehensive peace deal receding
ArmeniaFrance’s Ukraine position exposes Western divisions
President Macron’s suggestion of sending troops to the battlefield in Ukraine has been criticised by Western allies
FrancePoland’s policy on farm protests may shift after polls
Premier Tusk is trying to deflect farmers’ protests by putting the blame on Russia, the EU and the previous government
PolandNew Irish leader will struggle to reverse polls
Ireland’s incoming prime minister has little time to reverse unfavourable polling trends
IrelandGeopolitics of AI technical standards will heat up
Technical standards for artificial intelligence (AI) will emerge slowly but geopolitical rifts over it will be intense
International
